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Let your agent look up form submissions and manage your NeetoForm team by phone.

Connect NeetoForm and your agent can answer questions about the forms you collect and the people who run them. Callers can ask what forms you have, check recent submissions, or ask who is on the team. Your agent can also invite a new team member, update a team member's role, or remove someone who has left. Removal is permanent, so the agent confirms before it acts. Connect your NeetoForm workspace from the tool's settings in your AgentCalls dashboard.

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What your agent can do with NeetoForm

  • Look up your forms and read recent submissions during a call
  • Answer questions about who is on your NeetoForm team
  • Invite new team members by email with the role you choose
  • Update a team member's role or profile details
  • Remove a team member who has left, after the agent confirms with you

NeetoForm exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Checking a form submission

  1. Caller

    Hi, I filled in the event registration form yesterday. Can you check that it came through?

  2. Agent

    Sure. What name did you use on the form?

  3. Caller

    Daniel Okafor.

  4. Agent

    Found it. Your registration was received yesterday at 4:12 pm for the Spring Workshop. Do you want me to send the confirmation to the email you used?

Inviting a new team member

  1. Caller

    I need to add our new receptionist, Mariam, to the NeetoForm workspace so she can see the intake forms.

  2. Agent

    I can do that. What is her email address, and should she have an editor role or viewer role?

  3. Caller

    mariam.haddad@brightsmile.co, editor please.

  4. Agent

    Done. I have sent Mariam an editor invitation to mariam.haddad@brightsmile.co. She will get the email in a few minutes.

Removing a former team member

  1. Caller

    Tom left the company last week. Can you take him off the forms account?

  2. Agent

    I can remove Tom Reyes from the NeetoForm workspace. This cannot be undone. Should I go ahead?

  3. Caller

    Yes, go ahead.

  4. Agent

    Tom Reyes has been removed from the workspace. He will no longer be able to access your forms.

How to connect NeetoForm

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect NeetoForm

    From Integrations in the dashboard, choose NeetoForm and enter the connection details from your NeetoForm account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the NeetoForm actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can look up forms, submissions and team members while the caller is on the line, and it can make changes such as inviting or updating a team member during the same call.

What do I need to connect NeetoForm?

You need a NeetoForm workspace and the credentials for it, which you copy from the tool's settings. Then you connect it from the Integrations section of your AgentCalls dashboard.

Can the agent delete a team member by mistake?

Removing a team member is permanent and NeetoForm cannot undo it, so the agent always confirms with you before removing someone. NeetoForm also blocks removing the last admin in the workspace.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with NeetoForm.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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